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1. Workflow - Linked Accounts

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   8 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Mar 27, 2018  ·  Delete…

   Would like to see the ability to link a specific account to a workflow. Additionally, the ability to either rollover or drag a workflow to a future date. Ideally workflows are completed on a particular day, however, that is not always the case.

   Thank you!

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   Anonymous supported this idea  ·  Mar 27, 2018